+476.2%
STX vs IONS
-11.8%
+488.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.4% | -9.5% | -3.9% |
| 7D | +14.6% | -26.3% | +40.9% | +18.2% |
| 30D | -26.0% | -31.9% | +6.0% | -22.6% |
| 3M | -42.6% | -48.0% | +5.4% | -37.9% |
| 6M | -35.3% | -62.6% | +27.3% | -27.5% |
| YTD | +92.5% | -63.3% | +155.7% | +116.2% |
| 1Y | +102.4% | -58.4% | +160.8% | +122.7% |
| 3Y | +673.8% | -38.2% | +712.1% | +659.7% |
| All | +476.2% | -11.8% | +488.0% | +426.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling